How long is this going to take?

Sometimes trying to find the time to address your financial planning needs can be difficult.

The first initial chat can normally take from 5 minutes to 15 minutes depending on the complexity of your enquiry.

The fact find meeting on average takes up to an hour and that involves discussing your current circumstances and where you would like to get to in the future.

The disclosure meeting is where I discuss my proposal in detail and it gives you the chance to ask any questions before proceeding to the recommendation. This normally takes 45 minutes.

All the stages noted are at a time, day and communication method that suits you.